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Original filing (PDF)20251013050733NAL0000704033001
SHIPBOB, INC.
Form 5500
FILING_RECEIVED
SHIPBOB 401(K) PLAN
401(k) retirement plan
Signals · 1
~80 bps in Sched C fees
Active participants
810
Accounts w/ balance
1,071
Plan assets (EOY)
$21.8M
Net assets (EOY)
$21.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 80 bps in Schedule C fees — 176% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHIPBOB, INC..
Plan sponsor
Name
SHIPBOB, INC.
EIN
46-5666023
Address
120 N RACINE AVENUE · SUITE 100 · CHICAGO, IL · 60607
Phone
(952) 905-4319
Industry
Transportation & Warehousingsee all
Plan administrator
Name
PENTEGRA SERVICES, INC
EIN
13-3745616
City
CHARLOTTE, NC
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $135K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
Investments
31 direct securities · 2 pooled funds· $25.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$20.4M
26 holdings
Registered Investment Companies
$4.2M
4 holdings
Common Collective Trust
$546K
2 holdings
Common Collective Trusts
$347K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | — | — | — | $4.0M | 18.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.7M | 12.5% | |
| Fidelity 500 Index Fund | — | — | — | $2.7M | 12.5% | |
| BlackRock LifePath 2055 Fund | — | — | — | $2.2M | 10.1% | |
| BlackRock LifePath 2060 Fund | — | — | — | $2.2M | 10.0% | |
| Fidelity Total International Index Fund | — | — | — | $2.0M | 9.0% | |
| BlackRock LifePath 2050 Fund | — | — | — | $1.5M | 6.7% | |
| BlackRock LifePath 2045 Fund | — | — | — | $853K | 3.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $638K | 2.9% | |
| Fidelity US Bond Index Fund | — | — | — | $638K | 2.9% | |
| BlackRock LifePath 2065 Fund | — | — | — | $620K | 2.8% | |
| Fidelity Real Estate Index Fund | — | — | — | $585K | 2.7% | |
| BlackRock LifePath 2035 Fund | — | — | — | $553K | 2.5% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $482K | 2.2% | |
| MFS Growth Fund | — | — | — | $411K | 1.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $381K | 1.7% | |
| PUT LARGE CAP VAL TR IA | Common Collective Trusts | — | — | $347K | 1.6% | |
| PUT LARGE CAP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $347K | 1.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $289K | 1.3% | |
| Fidelity Intl Bond Index Fund | — | — | — | $276K | 1.3% | |
| AB Small Cap Growth Portfolio Fund | — | — | — | $254K | 1.2% | |
| MFS Mid Cap Growth Fund | — | — | — | $250K | 1.1% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% - | — | — | — | $240K | 1.1% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $223K | 1.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $199K | 0.9% | |
| AMC Small Cap Value Fund | — | — | — | $171K | 0.8% | |
| BlackRock LifePath Retirement Fund | — | — | — | $152K | 0.7% | |
| BlackRock LifePath 2030 Fund | — | — | — | $150K | 0.7% | |
| Allspring Special MC Value Fund | — | — | — | $140K | 0.6% | |
| Allspring Core Plus Bond Fund | — | — | — | $26K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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